Portfolios

Budgets managed like a portfolio.

Group campaigns across Google, Microsoft and Meta into portfolios with one budget and one goal. The engine allocates inside the portfolio nightly. You set the strategy, review the staged moves, and stay in control.

30-day trial · no card · flat pricing, never % of spend

One budget. One goal. Every platform.

A portfolio is the unit of strategy: the campaigns that share a purpose, pooled under a single daily budget, wherever they run. Watch a cycle: revenue data flows in, budget pushes flow out.

  • Cross-platform by design

    Google Search next to Meta prospecting next to Microsoft Shopping, in one pool. The engine allocates across all of it on equal footing, in your reporting currency.

  • A goal the engine steers by

    ROAS, conversions or revenue. Or a custom goal routed from GA4, Shopify or your CRM, so the engine optimises toward your source of truth, not just platform-reported numbers.

  • Guardrails per campaign

    Min and max allocation shares, budget and target locks in native currency, max step per run. Hard constraints the engine never crosses.

Why portfolios? Campaign-by-campaign budgeting optimises each tree and loses the forest. Pooling spend lets every pound flow to the campaign with the most marginal headroom. That is how fund managers run money, and it is how ad budgets should run too.

You stay the fund manager.

Optimisation is a proposal until you say otherwise. Every run stages its moves before anything touches your ad accounts.

Optimise on demand

Click Optimise on one portfolio, or Optimise All and watch every eligible portfolio stage in place. Re-run and adjust as many times as you like before executing.

Review every move

Proposed budgets and targets, campaign by campaign, each with its score decomposition, so you can see exactly which signals drove the change. No black box.

Push when ready

Execute pushes to the platform APIs, then reads every value back to confirm it landed. Trusted portfolios can graduate to scheduled nightly runs, with the same staging and read-back.

Presets, then personalised. Conservative, Balanced, Aggressive and Turbo give every portfolio a sensible starting point, and a Personalised option analyses your portfolio’s own data to suggest optimal settings.